Not-for-profit organizations, such as service clubs, are always in need of volunteers to be treasurers or members of the financial oversight committee. CPAs are often asked to fulfill these roles. This course will highlight the accounting needs of such organizations, using QuickBooks to demonstrate how QuickBooks tools can provide more efficient and effective financial management for your not-for-profit. This course is geared to hands-on, or future hands-on, treasurers of service clubs or simila

None required. Participants are invited to bring their laptops with QuickBooks installed. Examples and screen shots will be from QuickBooks: Pro, 2017 release.

Yellow Book?

No

Designed for

CPAs serving as hands-on treasurers of not-for-profit service organizations, or others preparing, reviewing or overseeing financial statements of not-for-profit service organizations.

Registration

Member

$245

CPA Non-Member

$375

The Member rate applies to LCPA members, other state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.

Course Description

Not-for-profit organizations, such as service clubs, are always in need of volunteers to be treasurers or members of the financial oversight committee. CPAs are often asked to fulfill these roles. This course will highlight the accounting needs of such organizations, using QuickBooks to demonstrate how QuickBooks tools can provide more efficient and effective financial management for your not-for-profit. This course is geared to hands-on, or future hands-on, treasurers of service clubs or similar organizations.

Objectives

Identify the accounting needs of not-for-profit organizations, specifically service organizations.

Identify the financial statements required by US GAAP, including ASU 2016-14.

Illustrate, using QuickBooks, the types of transactions usual for not-for-profit service organizations.

Discuss the need for budgets in a not-for-profit service organization.